Financial Advisor Success cover image

Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche With Nancy Hetrick

Financial Advisor Success

00:00

How to Avoid Making Mistakes as a Divorce Financial Planner

The most successful divorce financial planners do it as an outside business activity and not part of either their RIA or the broker dealer. Because you're not getting paid for investments advice, which would trigger your RIA registration. And it's not pursuant to a sale of a product. So you don't need a FINRA license.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app